ASX:MINMetals and Mining
Did China’s Battery Overcapacity Warning Just Recast Mineral Resources’ (ASX:MIN) Lithium Exposure Narrative?
In early January 2026, Mineral Resources faced renewed uncertainty after China’s industry ministry warned about overcapacity risks in electric-vehicle and energy‑storage battery sectors, rattling sentiment across lithium‑exposed miners.
This heightened focus on potential lithium oversupply has sharpened investor attention on Mineral Resources’ upcoming January and February operational updates for clues on shipments, costs, and pricing across its iron ore and lithium businesses.
We’ll now...